THE BRYANMARK MISSION
BryanMark Financial Group was founded with the mission of providing sophisticated wealth transfer solutions to affluent and ultra-affluent clientele.
As a commitment to this mission, BryanMark has assembled an exceptional team of talented legal, tax and financial professionals to help ensure that, as a BryanMark client, you will receive the highest level of advice and service in developing a strategic wealth transfer plan.
As evidence of our commitment to delivering unique and specialized solutions to our clients, we partnered with the prestigious M Financial Group to give our clients access to the superiorly priced M Proprietary series of life insurance policies designed and priced specifically for the affluent clientele of M Group Member Firms. Our firm’s unique ability to combine the intangible value of clear, sophisticated advice on complex issues with the quantifiable difference of the M Proprietary products sets us apart from other firms in the industry.
COMMITMENT TO YOUR UNIQUE NEEDS:
As an M Group Member Firm, we are your resource to access the M Group’s premier network of proprietary products and sophisticated planning solutions uniquely tailored to the corporate and affluent markets.
Design & Implementation:
- At BryanMark Financial Group, we design and implement specialized financial planning solutions to meet the unique needs of ultra-affluent clients.
Legal Disclaimer:
BryanMark Financial Group, and/or its agents are licensed to sell traditional life insurance in: FL, IL, IA, IN, KS, MO, NE, NC, OK and VA. Insurance services are limited to residents of the listed states. Residents of other states should consult with a local agent for insurance services.
Securities products, may be sold in the following states: IL, KS and MO. Residents of other states should consult with a local registered representative for securities products.
Securities and Investment Advisory Services offered through registered representatives of M Holdings Securities, Inc., A registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. BryanMark is independently owned and operated.
BryanMark Financial Group is a member of M Financial Group.
Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.